DLDCX Mutual Fund

DLDCX Mutual Fund

NAV$52.72
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Returns Overview

1 Month
-7.53%
3 Months
+7.04%
6 Months
-1.89%
YTD
+19.65%
1 Year
+30.54%
3 Years (annualized)
+13.14%
5 Years (annualized)
+18.83%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+19.65%
Peer Avg (YTD)
+19.29%
vs Peers
+0.36%

DLDCX Mutual Fund Performance

DLDCX performance across multiple time periods: 1-month -7.53%, YTD 19.65%, 1-year 30.54%, 3-year 13.14%, 5-year 18.83%, 10-year 13.13%.

DLDCX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

DLDCX vs another fund shows side-by-side returns. DLDCX alternatives are available in the Mutual Fund Screener.